Form 8453-Ol - California Online E-File Return Authorization For Individuals - 2007 Page 2
Download a blank fillable Form 8453-Ol - California Online E-File Return Authorization For Individuals - 2007 in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Form 8453-Ol - California Online E-File Return Authorization For Individuals - 2007 with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2Instructions for Form FTB 8453-OL
DO NOT MAIL THIS FORM TO FTB
California Online e-file Return Authorization for Individuals
What’s New
Specific Instructions
For purposes of California income tax, references to a spouse, a husband, or
DCN and Date of Acceptance
a wife also refer to a Registered Domestic Partner (RDP) unless otherwise
The DCN is a unique 14-digit number assigned by the tax preparation
specified. For more information on RDPs, get FTB Pub 737, Tax Information
software program to each return. Enter the DCN and date we accept the return
for Registered Domestic Partners.
in the spaces at the top of form FTB 8453-OL.
General Information
Part II – Settle Your Account Electronically
A Purpose of Form FTB 8453-OL
Using direct deposit or electronic funds withdrawal is voluntary and applies
only to the return you are filing at this time. If you want your refund directly
Form FTB 8453-OL,California Online e-file Return Authorization for Individuals
deposited into one or more accounts or your payment withdrawn electronically
is the signature document for self-prepared individual e-file returns. By
from your account, you must complete the applicable Parts II, III, and IV
signing this form, you declare that the return is true, correct, and complete.
before you transmit the return. We will not honor requests completed after
Additionally, you authorize the electronic transmission of the return to the
transmission of the return. Be sure the account information is correct. If the
Franchise Tax Board (FTB) and the execution of any designated electronic
bank or financial institution rejects the electronic funds withdrawal due to an
account settlement. The form does not serve as proof of filing an electronic
error in the routing number or account number, we will send you a notice that
return—the acknowledgement containing the date of acceptance and the
may include penalties and interest.
declaration control number (DCN) for the accepted return is that proof.
To cancel an electronic funds withdrawal, you must call the FTB at (916)
B Taxpayer Responsibilities
845-0353 at least two working days before the date of the withdrawal.
Before you e-file your return, you must:
Part III – Make Estimated Tax Payments for 2008
• Verify all information on the form FTB 8453-OL, including SSN(s), ITIN(s),
When you e-file, you may opt to schedule the electronic payment of estimated
and banking information. Reconfirm your routing and account numbers.
tax payments for taxable year 2008. The amount you designate will be
• Inspect a copy of the return and ensure the information is correct.
withdrawn from the account listed in Part IV on the date you select. Be sure to
• Sign form FTB 8453-OL after you prepare the return, but before you
select a date on or before the due date of the estimated tax payment to avoid
transmit it.
penalties and interest charges.
After you e-file your return, you must retain the following documents for the
California statute of limitations period:
To cancel a scheduled estimated tax payment, you must call the FTB
at (916) 845-0353 at least two working days before the date of the
• Form FTB 8453-OL
withdrawal.
• Original Form(s) W-2, W-2G, and 1099R
• A paper copy of Form 540, Form 540 2EZ, Long or Short Form 540NR
Part IV – Banking Information
• A paper copy of your federal tax return
For taxable years beginning on or after January 1, 2006, individual taxpayers
• A paper copy of your other state income tax return if you claimed the
may request that only their refund be electronically deposited into more than
California Other State Tax Credit. Refer to California Schedule S.
one checking or savings account. It’s fast, safe, and convenient to have your
The California statute of limitations is the later of four years from the due date
refund directly deposited into your bank account.
of the return or four years from the date the return is filed.
You can find the routing and account numbers on a check or bank statement,
(Exception: An extended statute of limitations period may apply for California
or by contacting your financial institution. Do not use a deposit slip as it may
or federal tax returns that are related to or subject to a federal audit.)
contain internal routing numbers.
C Refund Information
Lines 8 and 12 – The refund amounts you designated for direct deposit.
Check the status of your tax refund on our Website at or call
Line 9 and 13 – The routing number must be nine digits. The first two digits
FTB’s automated toll-free telephone service at (800) 338-0505.
must be between 01 and 12 or 21 and 32.
D Paying Your Taxes
Line 10 and 14 – The account number can be up to 17 characters and can
include numbers and letters. Include hyphens but omit spaces and special
If you owe tax, you must pay it by April 15, 2008, to avoid penalties and
symbols.
interest. When you e-file, you can choose from the following payment
Caution: Check with your financial institution to make sure your deposit will
options:
be accepted and to get the correct routing and account numbers. The FTB is
• Pay by electronic funds withdrawal: You can have all or part of your
not responsible for a lost refund due to incorrect account information entered
balance due withdrawn electronically from your bank account on the date
by you or your representative.
you choose. See Part II.
Part V – Declaration of Taxpayer(s)
• Pay online: You can pay the amount you owe using our secure online
payment service, Web Pay. Go to our Website at and
An e-filed tax return is not considered complete or filed unless you sign form
search for Web Pay.
FTB 8453-OL before you transmit the return.
• Pay by credit card: You can use your Discover/NOVUS, MasterCard, Visa,
Deceased taxpayer(s) – The legal representative (e.g., beneficiary,
or American Express card to pay your tax. Call (800) 272-9829 or go to
administrator, or executor) of the deceased taxpayer’s estate must sign form
Use jurisdiction code 1555. Official Payments
FTB 8453-OL before the return is transmitted.
Corp. charges a convenience fee for using this service. If you pay by credit
card, do not mail the voucher (form FTB 3582) to the FTB.
If you are the surviving spouse/RDP and no administrator or executor has
• Pay by check or money order: You can pay by check or money order
been appointed, you may still file a joint return for the year of death. Indicate
using the form FTB 3582, Payment Voucher for Individual e-filed Returns.
next to your signature that you are the surviving spouse/RDP. Also, print
Mail form FTB 3582 with your check or money order to the FTB using the
“Deceased” and the date of death next to the name of the deceased taxpayer.
address printed on the voucher.
If you file a return and claim a refund due to a deceased taxpayer, you are
certifying under penalty of perjury either that you are the legal representative
Make all checks or money orders payable in U.S. dollars and drawn against
of the deceased taxpayer’s estate (in this case, you must attach certified
a U.S. financial institution.
copies of the letters of administration or letters testamentary to form
FTB 8453-OL) or that you are entitled to the refund as the deceased’s
surviving relative or sole beneficiary under the provisions of the California
Probate Code. You must also attach a copy of federal Form 1310, Statement
of Person Claiming Refund Due a Deceased Taxpayer, or a copy of the death
Assistance for Persons with Disabilities: We comply with the Americans
certificate to form FTB 8453-OL.
with Disabilities Act. Persons with hearing or speech impairment please call
TTY/TDD (800) 822-6268.
FTB 8453-OL Instructions 2007
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Legal